DCB-1537 Publish circulation reports

(UTC)

References

Feature implementation summary

Goal

Support export of summary request transaction data from DCB Admin:

• across all libraries in consortium

• per single library, as a supplier

• per single library, as a borrower

In Scope

Extend patron request grid definition

• Extend patron request grid graphql query to include additional fields

  • DCB canonical patron type

  • DCB canonical item type

  • Pickup location

• Extend all consortium patron request grids to include the additional fields as hidden columns

• Extend all library patron request grids to include the additional fields as hidden columns

Add Supplier requests grid

• Add new sub tab to library page, patron request tab : “All supplier requests”

  • Add new patron request grid based on existing All requests grid to tab

  • Prefilter grid to show all requests here supplying agency (rather than patron host lms code) corresponds to library

Extend request grid export

• Add export action to all patron request grids (consortium and library)

  • Export options to include:

    • Requests

      • All requests: export all requests in selected grid without any filtering

      • Filtered requests: export all requests honouring filters

      • Displayed: export all requests in current visible grid page

    • Fields

      • All: export with all available columns, including hidden

      • Visible: only include visible columns

      • Report: only include defined report fields

        • Request date and time (UTC)

        • Title of requested work

        • Borrowing agency

        • Supplying agency

        • Current request status

        • OpenRS patron type

        • OpenRS item type

        • Pickup location

        • Request UUID

  • Export should be

    • in CSV format

    • sorted by created date descending (ie, most recently placed request first)

Out of scope

• Extend filter options to patron request grids (including by date)

• Export additional request data (beyond what is available through patron request grids)

• Export request data for some libraries (such as a predefined group of libraries)

  • unless set by user in ad hoc grid filter when exporting a filtered or displayed request set based on a consortium level request grid

• Add or change role restrictions to view patron request grids or export grid data (ie, inherit permissions from parent page)

• Add specific support for library user access to DCB Admin

• Include requests where library operates as a pickup library, rather than supplier or borrower

• Add additional prefiltered supplier request grids per library (such as Active, Exception or Completed supplier requests)

• Support for consortium or library to customise definition of Report export option, including fields and sort order

• Extended transaction such as with INN-Reach circulation transactions

• Title based reports such as with INN-Reach title reports